POSITION SUMMARY

Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) teams with the use of firm-approved financial planning systems and engaging with clients.

DUTIES and RESPONSIBILITIES:

Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialistsSupporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience• In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lensUtilize the Firm’s financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plansHelp build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of businessAt the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lensProviding guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as neededRemaining current on all policies, procedures and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management – particularly those relating to financial planning

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Education and/or Experience

5+ years of work experience in a field relevant to the position required4-year college degree or professional certification preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) requiredComplete and maintain internal Financial Planning Specialist designation requirementsWillingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation

Knowledge/Skills

Knowledge of financial planningExcellent listening skillsKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accountsTechnically proficient and quick learner of new and updated platformsDetail oriented with superior organizational skills and ability to prioritizeExpert knowledge of basic personal computer, MS Office and internet applicationsExceptional writing, interpersonal and client service skills • Strong time management skillsTeam player with the ability to collaborate with othersAbility to work in a fast-paced, evolving environment • Adaptable and ability to multi-taskGoal oriented, self-motivated and results driven

Reports to

Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices​ into your browser.

Salary range for the position: $50k-$95k/Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 8/18/2025 but may be extended depending on whether a candidate has been selected

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).